Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Thomas Akre is an Investment Advisor Representative at Akre Capital Management, LLC. Akre is a registered investment advisor in Virginia and has been in the industry since 1958. Akre has a Series 65 license and has experience working with individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Akre Capital Management, LLC, Akre worked at FBR Investment Services, Inc., Friedman, Billings, Ramsey & Co., Inc., and Johnston, Lemon & Co. Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
05/24/2001 - Present
Akre Capital Management, LLC (MIDDLEBURG VA)
VA
12/24/1998 - 04/04/2000
FBR INVESTMENT SERVICES, INC. (ARLINGTON VA)
CA
02/02/1994 - 10/21/1998
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
DC
08/08/1968 - 09/06/1989
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 02/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1980
Series 4 - Registered Options Principal Examination
BC
Issued 11/25/1975
Series 40 - Registered Principal Examination
BC
Issued 02/01/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1980
PC - AMEX Put and Call Exam
BC
Issued 08/07/1958
Series 1 - Registered Representative Examination
Active
Inactive
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